Confidential Questionnaire – The purpose of this financial questionnaire is to assemble a summary view of your financial situation which we will use to ensure the best use of our time together.
What Keeps You Up At Night Questionnaire – The purpose of this questionnaire is to identify the areas of concern.
Financial Spreadsheets – Take a snapshot of your finances by entering all of your financial data.
How to fill out your Income & Expenses in the Financial Spreadsheets – Short video that walks you through how to fill out your income & expenses.
New Account Form – This form provides basic information we need to fill out an application.
SOFA (Society for Financial Awareness) – I am a regional president of SOFA. Please contact me about our free financial workshops we provide in businesses, nonprofits, associations and churches.
SOFA Information Packet
SOFA interview with Jim Chilton, founder of SOFA
Social Security Administration – This is a direct link to the Social Security official website.
Medicare – This is a direct link to the Medicare official website.
FINRA is dedicated to protecting investors and safeguarding market integrity in a manner that facilitates vibrant capital markets.
IRS.gov – This is a direct link to the Internal Revenue Service official website.
Federal Income Tax Brackets and Rates
BankRate.com – Great source for mortgage rates, CD rates, loans and calculators.
Required Minimum Distribution (RMD) Calculator
Inherited IRA Required Minimum Distribution (RMD) Calculator
Marginal Tax Rate Calculator Gross to Net Calculator
Q3 2023 Market Update
Q2 2023 Market Update
Q1 2023 Market Update
Q3 2022 Market Update